May 9

Developing & Delivering an Effective Loan Presentation

Registration Options & Pricing

Please select your membership status.

Recorded Webinar Includes

  • Recording of the Live Webinar
  • Available 6 business days following Live date
  • Available for 6 months following Live
  • Handout and Take-Away Toolkit
  • Available on Desktop, Mobile & Tablet
  • Free Digital Download, yours to keep
  • Share link with anyone at your bank
  • Presenter’s contact info for follow-up

12:00 pm – 1:30 pm PT
1:00 pm – 2:30 pm MT
2:00 pm – 3:30 pm CT
3:00 pm – 4:30 pm ET

Credit memo, loan approval, credit request, loan presentation, etc. – regardless of the vernacular, an effective loan presentation delivered to an approving authority establishes a crucial cornerstone in credit risk management. Whether the audience is the loan committee, board, auditors, or examiners, the loan presentation must communicate the pertinent elements of creditworthiness and identify circumstances that present or elevate perceived credit risk. This webinar will extensively outline the elements of a highly effective loan presentation that properly communicates known risks while highlighting mitigating factors. The five Cs of credit will be used in developing the loan presentation, adding a sixth and seventh C of credit to consider.

Attendance certificate provided to self-report CE credits.


  • Benefits of a highly effective loan presentation
    • Need for a comprehensive loan presentation
    • Understand the potential audience beyond the approving authority (i.e., auditors and examiners)
    • Potential for a more efficient approval process
  • Development of complete narrative information surrounding the credit request
  • Financial analysis narrative that effectively tells the borrower’s story, eliminating “elevator” analysis
  • Industry analysis – when it is meaningful; recognizing the pitfalls
  • How to strengthen the collateral analysis in the loan presentation
  • Defining the credit risk grade, including regulatory definitions of criticized and classified credits
  • Periodic review of credits and monitoring the credit after origination, including the annual review

    • Outline of an effective loan presentation, including narrative summary
    • Employee training log
    • NEW: Interactive Quiz to measure staff learning


"Credit Analysis & Underwriting Series:
Analyzing Financial Statements for the Credit Analyst"

Tuesday, January 29, 2019

"Credit Analysis & Underwriting Series:
Debt Service Coverage Calculations in Underwriting"

Thursday, February 21, 2019

"Credit Analysis & Underwriting Series:
Global Cash Flow Analysis for Underwriters & Credit Analysts"

Tuesday, March 26, 2019

All webinars are available for six months after broadcast


This informative session is designed for staff who develop loan presentations, including credit analysts, loan officers, senior credit officers, and other lending personnel. It will also benefit the end-users, including directors, loan committee members, and senior management with credit approval authority.


NOTE:  All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your financial institution is prohibited. Print materials may be copied for eligible participants only.


Young & Associates, Inc.
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